Broker Check

The CX Partnership

CX Institutional

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1: The CX Institutional Partnership complements Credent Wealth Management’s core beliefs, with a focus on the ‘Customer eXperience’. Every day we strive to match our service levels to our customer’s expectations.

The CX Institutional Investment Management Approach

Our multiple strategy platform operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing.

Ask Us About our Performance Transparency

We claim compliance with the Global Investment Performance Standards (GIPS®). The Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.

By claiming compliance with GIPS®, we dedicate resources to working with an outside third-party consultant in ensuring we follow the strict principles laid forth in the GIPS® standards handbook to provide our clients with full transparency of our investment performance.

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Let's Get Started

Ready to work with Credent Wealth Management? Give us a call today at 260-927-1830 (IN), 269-532-1901 (MI) or 214-696-2323 (TX). Or get started with one of the calculators below.


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